Investment Operations Analyst – Contract to Permanent

Insight Global; Philadelphia (Philadelphia County); On-site; USD 35,817 - 45,116; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k retirement plan with employer matching

Paid sick leave

Job summary

A financial services company is seeking a detail-oriented Investment Operations Analyst/Associate in Philadelphia. The role involves supporting daily investment operations, managing transactions, and collaborating with internal audit teams. Candidates must have 3-5 years of experience in investment or treasury operations, strong Excel skills, and attention to detail. Benefits include comprehensive health insurance, paid time off, and financial retirement plans.

Qualifications

• 3-5 years of experience in investment operations or related financial support role.
• Strong working knowledge of Excel for modeling and data manipulation.
• Experience supporting or interacting with audit processes.

Responsibilities

• Support daily investment operations including buying and selling securities.
• Process and monitor wires for accuracy in transactions.
• Maintain audit-friendly documentation.

Skills

Investment operations experience

Excel proficiency

Strong communication skills

Attention to detail

Tools

BNY Custody

Clearwater Analytics

Oracle General Ledger

Job description

A financial services company is seeking a detail-oriented Investment Operations Analyst/Associate in Philadelphia. The role involves supporting daily investment operations, managing transactions, and collaborating with internal audit teams. Candidates must have 3-5 years of experience in investment or treasury operations, strong Excel skills, and attention to detail. Benefits include comprehensive health insurance, paid time off, and financial retirement plans.